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ISHARES TR
ISHARES TR. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 353 Institutional holders with a total value of $4,326,928,966.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 Allen Investment Management, LLC 3,883 286,000 0.01%
102 CSS LLC/IL 4,000 295,000 0.01%
103 LifePlan Financial Group, Inc 4,016 296,000 0.01%
104 FOSTER DYKEMA CABOT & CO INC/MA 4,022 297,000 0.01%
105 PINNACLE ASSOCIATES LTD 4,067 300,000 0.01%
106 Mathes Company, Inc. 4,095 302,000 0.01%
107 Baker Ellis Asset Management LLC 4,164 307,000 0.01%
108 Perigon Wealth Management, LLC 4,181 308,000 0.01%
109 Glassman Wealth Services 4,213 311,000 0.01%
110 SIMPLEX TRADING, LLC 4,291 317,000 0.01%
111 JFB Holdings Corp 4,370 322,000 0.01%
112 WASHINGTON TRUST Co 4,443 328,000 0.01%
113 DOWLING & YAHNKE LLC 4,449 328,000 0.01%
114 Chevy Chase Trust Holdings, LLC 4,480 330,000 0.01%
115 Capital Directions Investment Advisors, LLC 4,384 330,000 0.01%
116 Busey Bank 4,497 332,000 0.01%
117 KCM INVESTMENT ADVISORS LLC 4,500 332,000 0.01%
118 3D ASSET MANAGEMENT, INC 4,501 332,000 0.01%
119 UNITED BANK, INC. 4,584 338,000 0.01%
120 BOK Financial Private Wealth, Inc. 4,590 339,000 0.01%
121 Smith & Howard Wealth Management, LLC 4,601 339,000 0.01%
122 PRIVATE TRUST CO NA 4,632 341,000 0.01%
123 CADENCE BANK NA 4,671 345,000 0.01%
124 EisnerAmper Wealth Management Corporate Benefits, LLC 4,681 345,000 0.01%
125 Linscomb Wealth, Inc. 4,708 347,000 0.01%
126 ACG Wealth 4,866 359,000 0.01%
127 Sigma Planning Corp 4,947 365,000 0.01%
128 NEW ENGLAND SECURITIES CORP /MA/ 4,976 367,000 0.01%
129 SII INVESTMENTS INC/WI 4,996 368,000 0.01%
130 D.A. DAVIDSON & CO. 5,022 369,000 0.01%
131 Ballentine Partners, LLC 5,013 370,000 0.01%
132 ALESCO ADVISORS LLC 5,100 376,000 0.01%
133 BERKSHIRE ASSET MANAGEMENT LLC/PA 5,094 376,000 0.01%
134 CANANDAIGUA NATIONAL BANK & TRUST CO 5,130 378,000 0.01%
135 Truepoint, Inc. 5,311 392,000 0.01%
136 Cohen Capital Management, Inc. 5,409 399,000 0.01%
137 Cubic Asset Management, LLC 5,442 401,000 0.01%
138 FineMark National Bank & Trust 5,480 404,000 0.01%
139 PACIFIC FINANCIAL GROUP INC 5,506 406,000 0.01%
140 INTRUST BANK NA 5,682 419,000 0.01%
141 TRAIN BABCOCK ADVISORS LLC 5,700 420,000 0.01%
142 Rehmann Capital Advisory Group 5,766 425,000 0.01%
143 MAI Capital Management 5,829 430,000 0.01%
144 WISCONSIN CAPITAL MANAGEMENT LLC 5,855 432,000 0.01%
145 CWM, LLC 5,896 435,000 0.01%
146 NEW SOUTH CAPITAL MANAGEMENT INC 5,900 435,000 0.01%
147 Barrington Strategic Wealth Management Group LLC 6,080 448,000 0.01%
148 Evensky & Katz LLC 6,107 450,000 0.01%
149 RAYMOND JAMES TRUST N.A. 6,154 454,000 0.01%
150 Sandy Spring Bank 6,178 455,000 0.01%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.